Ownership history in UBS Group AG · 6 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PRESTIGE WEALTH INC (PWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 33,588 | +17,610 | +110.2% | 0.00% | $8K | — |
| 2025 Q2 | REDUCED | 15,978 | -3,019 | -15.9% | 0.00% | $6K | — |
| 2025 Q1 | REDUCED | 18,997 | -20,681 | -52.1% | 0.00% | $8K | — |
| 2024 Q4 | ADDED | 39,678 | +32,581 | +459.1% | 0.00% | $52K | — |
| 2024 Q3 | ADDED | 7,097 | +3,860 | +119.2% | 0.00% | $6K | — |
| 2024 Q2 | INITIATED | 3,237 | — | — | 0.00% | $3K | — |
As of 2025 Q4 — sorted by position size